EverSource Wealth Advisors, LLC OIS OIL STS INTL INC COM

Ownership history in EverSource Wealth Advisors, LLC  ·  19 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported OIL STS INTL INC COM (OIS) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows OIS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in OIL STS INTL INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OIS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EverSource Wealth Advisors, LLC held OIS — position size vs. price
% of Fund (quarterly)    OIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 6,594 -53,053 -88.9% 0.00% $53K 2026-07-24 $8.68
2026 Q1 ADDED 59,647 +51,901 +670.0% 0.09% $2.8M 2026-05-18 $9.18
2025 Q4 REDUCED 7,746 -267 -3.3% 0.00% $52K 2026-02-06 $9.10
2025 Q3 ADDED 8,013 +1,137 +16.5% 0.00% $49K 2025-11-10 $6.42
2025 Q2 ADDED 6,876 +4,740 +221.9% 0.00% $37K 2025-08-13 $5.15
2025 Q1 ADDED 2,136 +842 +65.1% 0.00% $11K 2025-05-13 $4.81
2024 Q4 REDUCED 10.7% +1.8% 1,294 -155 -10.7% 0.00% $7K 2025-02-10 $5.31
2024 Q3 UNCHANGED 1,449 0% 0.00% $7K 2024-11-08 $5.25
2024 Q2 ADDED 1,449 +141 +10.8% 0.00% $8K 2024-08-13 $4.83
2024 Q1 UNCHANGED 1,308 0% 0.00% $9K 2024-05-13 $4.69
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EverSource Wealth Advisors, LLC and OIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning OIS?

EverSource Wealth Advisors, LLC reported OIS across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported OIS position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for OIS was 0.09% in 2026 Q1.

What is the latest reported OIS position on this page?

The most recent filing on this page is 2026 Q2, when EverSource Wealth Advisors, LLC reported 6,594 shares, equal to 0.00% of portfolio, with an estimated market value of $53K.

What does the chart on this OIS ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly OIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their OIS position?

Based on 13F filing dates vs. subsequent OIS price moves, EverSource Wealth Advisors, LLC correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on OIS relative to SPY over the holding period was +181.5%.

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